Avalon Advisory Group - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Avalon Advisory Group ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,965,522
-4.7%
36,725
-0.1%
1.16%
-1.4%
Q2 2023$2,061,557
+0.4%
36,761
-1.1%
1.17%
-3.9%
Q1 2023$2,052,984
+6.3%
37,185
-0.4%
1.22%
-2.0%
Q4 2022$1,931,173
-3.7%
37,339
-14.8%
1.25%
-0.9%
Q3 2022$2,006,000
+6.8%
43,825
+20.4%
1.26%
+12.7%
Q2 2022$1,879,000
+54.0%
36,410
+78.2%
1.12%
+73.7%
Q1 2022$1,220,000
-30.6%
20,430
-26.2%
0.64%
-26.0%
Q4 2021$1,759,000
+18.2%
27,667
+17.6%
0.87%
+29.4%
Q3 2021$1,488,000
-9.7%
23,518
-6.2%
0.67%
-11.7%
Q2 2021$1,647,000
-0.8%
25,080
-5.3%
0.76%
-6.5%
Q1 2021$1,660,000
+0.5%
26,481
-3.6%
0.81%
-1.3%
Q4 2020$1,652,000
+15.1%
27,461
-0.2%
0.82%
+6.9%
Q3 2020$1,435,000
+3.8%
27,506
-2.2%
0.77%
-1.4%
Q2 2020$1,383,000
+0.4%
28,128
-14.3%
0.78%
-10.8%
Q1 2020$1,378,000
-57.0%
32,833
-42.9%
0.88%
-56.9%
Q4 2019$3,205,00057,5452.03%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 681,382$31,187,00048.22%
OIKOS HOLDINGS LLC 1,768,636$80,950,00029.66%
Drystone LLC 276,040$12,634,00018.24%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 558,741$25,574,00015.46%
SAM Advisors, LLC 688,362$31,506,00015.34%
Blooom, Inc. 172,108$7,880,00014.96%
Mosaic Advisors LLC 404,609$18,519,00014.82%
Sageworth Trust Co 3,248,050$148,663,00013.15%
Sunflower Bank, N.A. 1,097,119$50,215,00011.39%
UNIVEST FINANCIAL Corp 743,985$34,052,00011.14%
View complete list of VANGUARD STAR FDS shareholders